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Analyst Wire — 2026-10-22

Every US sell-side action recorded on 2026-10-22 — 256 in total: 3 upgrades, 7 downgrades, plus initiations and price-target moves, frozen as recorded.

The live wire refreshes through each trading day; this page never changes again. Third-party actions with our context — a diary, not advice.

Upgrades (3)

NameFirmRatingTargetCallOurs
SPCLSAOutperform → Hold—Upgraded to Hold from Outperform—
OHICitigroupBuy → Outperform—Upgraded to Outperform from Buy—
CNBMO CapitalMarket Perform → Outperform—Upgraded to Outperform from Market Perform—

Downgrades (7)

NameFirmRatingTargetCallOurs
TSLAWolfe ResearchCautious → Peer Perform—Downgraded to Peer Perform from Cautious—
TSLARBC CapitalOutperform → Sector Perform—Downgraded to Sector Perform from Outperform—
BROSRBC CapitalOutperform → Sector Perform—Downgraded to Sector Perform from OutperformHALO
NFLXWolfe ResearchOutperform → Peer Perform—Downgraded to Peer Perform from OutperformAW40
BBBTIGBuy → Neutral—Downgraded to Neutral from BuyAEI
DCGoldman SachsUnderperform → Sell—Downgraded to Sell from Underperform—
PBACIBCNeutral → Reduce—Downgraded to Reduce from Neutral—

Initiations (39)

NameFirmRatingTargetCallOurs
VSECKeyBancSector Weight—Initiated to Sector Weight—
GHRoth CapitalBuy—Initiated to Buy—
TSLATigress FinancialBuy → Buy—Initiated to Buy from Buy—
TSLACantor FitzgeraldOverweight → Overweight—Initiated to Overweight from Overweight—
TSLAOppenheimerPerform → Outperform—Initiated to Outperform from Perform—
AVEXOppenheimerOutperform$21Initiated to Outperform · Target set to $21 (+116.9% to spot)—
OPYOppenheimerOutperform → Outperform—Initiated to Outperform from Outperform—
AVAVOppenheimerBuy → Outperform—Initiated to Outperform from BuyHALO
AVEXUBSOutperform—Initiated to Outperform—
CELCCantor FitzgeraldOverweight$140Initiated to Overweight · Target set to $140 (+127.4% to spot)—
PCGHSBCBuy$15.5Initiated to Buy · Target set to $15.5 (+17.9% to spot)—
NRGHSBCBuy$179Initiated to Buy · Target set to $179 (+79.4% to spot)—
NIHSBCBuy$49.5Initiated to Buy · Target set to $49.5 (+15.1% to spot)—
DUKHSBCHold$123Initiated to Hold · Target set to $123 (+1.9% to spot)—
TLNHSBCBuy$444.3Initiated to Buy · Target set to $444.3 (+23.6% to spot)—
PPLHSBCBuy$42Initiated to Buy · Target set to $42 (+21.5% to spot)—
LNTHSBCBuy → Hold$69.5Initiated to Hold from Buy · Target set to $69.5 (+1.6% to spot)—
AEEHSBCHold → Buy—Initiated to Buy from Hold—
PNWHSBCBuy$119.5Initiated to Buy · Target set to $119.5 (+15% to spot)—
SOHSBCBuy$99.5Initiated to Buy · Target set to $99.5 (+10.1% to spot)—
EIXHSBCHold$56.5Initiated to Hold · Target set to $56.5 (-1.2% to spot)—
CNPHSBCBuy$44Initiated to Buy · Target set to $44 (+9.1% to spot)—
SREHSBCBuy$97.5Initiated to Buy · Target set to $97.5 (+16.8% to spot)—
EDHSBCHold$104Initiated to Hold · Target set to $104 (-7% to spot)—
CEGHSBCBuy$335Initiated to Buy · Target set to $335 (+23.7% to spot)—
AEPHSBCBuy$145.9Initiated to Buy · Target set to $145.9 (+14.5% to spot)—
DTEHSBCHold$135Initiated to Hold · Target set to $135 (+4.1% to spot)—
ETRHSBCBuy$123.5Initiated to Buy · Target set to $123.5 (+16.4% to spot)—
ESHSBCBuy → Hold$70Initiated to Hold from Buy · Target set to $70 (+6.7% to spot)—
CMSHSBCUnderperform → Hold$69Initiated to Hold from Underperform · Target set to $69 (+1.3% to spot)—
XELHSBCBuy$89Initiated to Buy · Target set to $89 (+15.9% to spot)—
VSTHSBCBuy$190Initiated to Buy · Target set to $190 (+21.7% to spot)—
WECHSBCHold$106.5Initiated to Hold · Target set to $106.5 (-1.8% to spot)—
FEHSBCBuy$50Initiated to Buy · Target set to $50 (+9.9% to spot)—
TLNCowen & Co.Buy—Initiated to Buy—
EVRGCowen & Co.Buy—Initiated to Buy—
AEECowen & Co.Hold—Initiated to Hold—
CNPCowen & Co.Buy—Initiated to Buy—
CNJefferiesPositive → Hold—Initiated to Hold from Positive—

Price-target moves (207)

NameFirmRatingTargetCallOurs
OVVRoth Capital—$55 → $65Target raised to $65 from $55 (-6.2% to spot)—
CMCSAGoldman Sachs—$24 → $23Target cut to $23 from $24 (+0.7% to spot)—
VCGoldman Sachs—$104 → $103Target cut to $103 from $104 (+26.1% to spot)—
PGGoldman Sachs—$150 → $161Target raised to $161 from $150 (-2.8% to spot)—
WCNGoldman Sachs—$185 → $205Target raised to $205 from $185 (+10.9% to spot)HALO
ROLGoldman Sachs—$49 → $42Target cut to $42 from $49 (+18.9% to spot)—
ROPJefferies—$500 → $540Target raised to $540 from $500 (+23.8% to spot)—
TSCOTruist Securities—$34Target set to $34 (-2.1% to spot)—
LAZGoldman SachsMember Login—$35Target set to $35 (-6.2% to spot)—
ESITruist—$48 → $50Target raised to $50 from $48 (+51% to spot)—
NTRARoth Capital—$475Target set to $475 (+18.3% to spot)HALO
LVSSusquehanna—$51 → $47Target cut to $47 from $51 (+27.9% to spot)—
SPOTRaymond James—$625Target set to $625 (+7.6% to spot)AW40
ARRB.Riley—$14.5Target set to $14.5 (+13.4% to spot)—
METAMizuho—$950Target set to $950 (+47% to spot)AW40
TSLABNP Paribas on takeover potential—$420Target set to $420 (+11.2% to spot)—
CSXBernstein SocGen Group—$49Target set to $49 (-4.8% to spot)—
METAYorkville Ives—$920Target set to $920 (+40.8% to spot)AW40
URIUBS—$1350 → $1450Target raised to $1450 from $1350 (+33.4% to spot)—
PMUBS—$193 → $201Target raised to $201 from $193 (-0.1% to spot)—
SHAKUBS—$68 → $73Target raised to $73 from $68 (+6.7% to spot)—
AKAMUBS—$148 → $100Target cut to $100 from $148 (+10.5% to spot)AEI
AMXUBS—$32.5 → $31Target cut to $31 from $32.5 (+29.2% to spot)—
HALUBS—$42 → $41Target cut to $41 from $42 (+25.4% to spot)—
LADUBS—$335 → $305Target cut to $305 from $335 (+7.8% to spot)—
LRCXUBS—$425 → $400Target cut to $400 from $425 (+71.2% to spot)Rubin
SFUBS—$84 → $83Target cut to $83 from $84 (+25.1% to spot)—
SWedbush—$25 → $27Target raised to $27 from $25 (+18.6% to spot)AEI
BHVNBaird—$48Target set to $48 (+219.7% to spot)—
PEGADA Davidson—$35Target set to $35 (-5% to spot)—
DCOMDA Davidson—$50Target set to $50 (+19.8% to spot)—
TCBIDA Davidson—$105Target set to $105 (+17.2% to spot)—
IBMTruist—$240 → $260Target raised to $260 from $240 (+5.4% to spot)—
LADCraig-Hallum—$500 → $400Target cut to $400 from $500 (+41.5% to spot)—
ALKBMO Capital—$50 → $42Target cut to $42 from $50 (+20.7% to spot)—
IARTBMO Capital—$15 → $14Target cut to $14 from $15 (+18.1% to spot)—
UALBMO Capital—$140 → $135Target cut to $135 from $140 (+32.2% to spot)—
SOBOCIBC—$36 → $35Target cut to $35 from $36 (+2% to spot)—
WGOBMO Capital—$38 → $33Target cut to $33 from $38 (+21.8% to spot)—
TRPCIBC—$103 → $99Target cut to $99 from $103 (+60.8% to spot)—
BIPCIBC—$47 → $44Target cut to $44 from $47 (+19.2% to spot)—
WMBCIBC—$85 → $82Target cut to $82 from $85 (+17.1% to spot)—
IBMBMO Capital—$230 → $265Target raised to $265 from $230 (+6.5% to spot)—
TKeyBanc—$33Target set to $33 (+47% to spot)—
ARGXStifel—$1200Target set to $1200 (+35.4% to spot)—
MCOBMO Capital—$490 → $511Target raised to $511 from $490 (+4.6% to spot)—
ELVUBS—$460 → $523Target raised to $523 from $460 (+19.1% to spot)—
XTIAMaxim—$5 → $2Target cut to $2 from $5 (+158.9% to spot)—
GLXYMaxim—$46 → $36Target cut to $36 from $46 (+125.1% to spot)—
TXNTruist—$300 → $305Target raised to $305 from $300 (+7.9% to spot)Rubin
AVEXRBC Capital—$26 → $22Target cut to $22 from $26 (+112.4% to spot)—
NLYRBC Capital—$25 → $21Target cut to $21 from $25 (+13.7% to spot)—
BKURBC Capital—$49 → $48Target cut to $48 from $49 (+11.7% to spot)—
ELVRBC Capital—$424 → $455Target raised to $455 from $424 (+3.1% to spot)—
AEPJefferies—$145Target set to $145 (+12.5% to spot)—
WHMorgan Stanley—$92 → $97Target raised to $97 from $92 (+27% to spot)—
VIKMorgan Stanley—$93 → $94Target raised to $94 from $93 (+8.4% to spot)—
TNLMorgan Stanley—$85 → $86Target raised to $86 from $85 (+26.8% to spot)—
SEICMorgan Stanley—$125 → $127Target raised to $127 from $125 (+16% to spot)—
MANEB. Riley—$170 → $204Target raised to $204 from $170 (+49% to spot)—
PEBMorgan Stanley—$14 → $15Target raised to $15 from $14 (-29.1% to spot)—
NTRSMorgan Stanley—$173 → $177Target raised to $177 from $173 (+6% to spot)—
NPMorgan Stanley—$36 → $35Target cut to $35 from $36 (+21.2% to spot)—
MCOMorgan Stanley—$470 → $480Target raised to $480 from $470 (-1.3% to spot)—
VACMorgan Stanley—$65 → $63Target cut to $63 from $65 (-44.6% to spot)—
MARMorgan Stanley—$384 → $403Target raised to $403 from $384 (+0.3% to spot)—
PEGARBC Capital—$35 → $40Target raised to $40 from $35 (+10.6% to spot)—
CHHMorgan Stanley—$92 → $93Target raised to $93 from $92 (-17.2% to spot)—
TMORBC Capital—$580 → $730Target raised to $730 from $580 (+6.2% to spot)—
KMIJefferies—$33 → $37Target raised to $37 from $33 (+12.4% to spot)—
UTHRRBC Capital—$708 → $697Target cut to $697 from $708 (+20.8% to spot)—
KMITD Cowen—$38 → $40Target raised to $40 from $38 (+21.3% to spot)—
IFFOppenheimer—$95 → $108Target raised to $108 from $95 (+17.7% to spot)—
LRCXBofA Securities—$345Target set to $345 (+44.6% to spot)Rubin
DRKMaxim—$6Target set to $6 (+201.5% to spot)—
WGORoth Capital—$32 → $28Target cut to $28 from $32 (+5.1% to spot)—
UALArgus—$140 → $125Target cut to $125 from $140 (+20.8% to spot)—
KNXRaymond James—$84Target set to $84 (+29.5% to spot)—
ONBRaymond James—$28Target set to $28 (+12.1% to spot)—
GPCArgus—$156 → $150Target cut to $150 from $156 (+19.4% to spot)—
SEICPiper Sandler—$127 → $129Target raised to $129 from $127 (+19% to spot)—
TCBIPiper Sandler—$100 → $101Target raised to $101 from $100 (+12.7% to spot)—
PEGABarclays—$43 → $42Target cut to $42 from $43 (+19.4% to spot)—
PEBOPiper Sandler—$46 → $48Target raised to $48 from $46 (+28.6% to spot)—
CMEPiper Sandler—$295 → $330Target raised to $330 from $295 (+11.6% to spot)HALO
IBMUBS—$236 → $243Target raised to $243 from $236 (-3.4% to spot)—
AVEXPiper Sandler—$20 → $13Target cut to $13 from $20 (+34.3% to spot)—
TSLACanaccord—$410 → $442Target raised to $442 from $410 (+14.4% to spot)—
BOOTUBS—$272 → $232Target cut to $232 from $272 (+99.8% to spot)—
CSXUBS—$54 → $60Target raised to $60 from $54 (+24% to spot)—
NEEHSBC—$114 → $103Target cut to $103 from $114 (+31.6% to spot)—
ELCanaccord—$90 → $109Target raised to $109 from $90 (+5.2% to spot)—
XRAYMizuho—$14 → $12Target cut to $12 from $14 (+32.2% to spot)—
MDLNMizuho—$48 → $45Target cut to $45 from $48 (+27.4% to spot)—
CBMizuho—$336 → $350Target raised to $350 from $336 (-1.4% to spot)—
ALKGoldman Sachs—$59 → $52Target cut to $52 from $59 (+55% to spot)—
SKINCanaccord—$1 → $11Target raised to $11 from $1 (-0.3% to spot)—
LRCXNeedham—$390 → $290Target cut to $290 from $390 (+11.2% to spot)Rubin
CRWDMizuho—$250 → $275Target raised to $275 from $250 (+14.9% to spot)AEI
GSusquehanna—$37 → $40Target raised to $40 from $37 (+1.7% to spot)—
ESIMizuho—$42 → $44Target raised to $44 from $42 (+21.1% to spot)—
KMIMizuho—$37 → $39Target raised to $39 from $37 (+14.8% to spot)—
ALHCGoldman Sachs—$25 → $12Target cut to $12 from $25 (+42.2% to spot)—
LRCXMizuho—$365 → $360Target cut to $360 from $365 (+38% to spot)Rubin
DHRGoldman Sachs—$250 → $275Target raised to $275 from $250 (+17.5% to spot)—
LVSMizuho—$61 → $54Target cut to $54 from $61 (+44% to spot)—
IBMGoldman Sachs—$270 → $300Target raised to $300 from $270 (+19.3% to spot)—
IBMSusquehanna—$253 → $256Target raised to $256 from $253 (+1.8% to spot)—
UNHMizuho—$493 → $500Target raised to $500 from $493 (+19.9% to spot)—
WALStephens—$94 → $88Target cut to $88 from $94 (+16.5% to spot)—
ELVGuggenheim—$460 → $485Target raised to $485 from $460 (+11.7% to spot)—
KNXStifel—$90 → $92Target raised to $92 from $90 (+45.6% to spot)—
LVSStifel—$54 → $52Target cut to $52 from $54 (+38.6% to spot)—
MNSTStifel for stock split—$52Target set to $52 (+11.5% to spot)—
SMRTruist—$10 → $8Target cut to $8 from $10 (+45.5% to spot)—
NTSTStifel—$23.5 → $21.25Target cut to $21.25 from $23.5 (+29% to spot)—
TDYStifel—$775 → $795Target raised to $795 from $775 (+26.2% to spot)HALO
NNETruist—$22 → $19Target cut to $19 from $22 (+42.5% to spot)—
TMOStifel—$650 → $775Target raised to $775 from $650 (+11.7% to spot)—
LEUTruist—$215 → $178Target cut to $178 from $215 (+63.4% to spot)—
WHStifel—$98 → $99Target raised to $99 from $98 (+26.3% to spot)—
CCJTruist—$130 → $125Target cut to $125 from $130 (+52.4% to spot)HALO
NEEBTIG—$105 → $106Target raised to $106 from $105 (+35.4% to spot)—
ABTBTIG—$134 → $125Target cut to $125 from $134 (+24.3% to spot)—
IBMStifel on Revenue Outperformance—$260Target set to $260 (+3.4% to spot)—
METAScotiabank—$650Target set to $650 (-6.8% to spot)AW40
NFLXArgus—$120 → $95Target cut to $95 from $120 (+46.1% to spot)AW40
KRMNOppenheimer—$40Target set to $40 (+12.1% to spot)—
AVGOTigress Financial—$600Target set to $600 (+82.4% to spot)Rubin
MGMCBRE—$42Target set to $42 (+45.5% to spot)—
KTOSOppenheimer—$50Target set to $50 (+29.4% to spot)HALO
EPRTStifel—$36 → $32.5Target cut to $32.5 from $36 (+30.6% to spot)—
ITGStifel—$16 → $9Target cut to $9 from $16 (+74.1% to spot)—
GPRKJefferies—$12 → $13.5Target raised to $13.5 from $12 (+16.9% to spot)—
IARTWells Fargo—$15 → $13Target cut to $13 from $15 (+9.8% to spot)—
LRCXMorgan Stanley—$385 → $339Target cut to $339 from $385 (+30% to spot)Rubin
RSWells Fargo—$391 → $420Target raised to $420 from $391 (-0.3% to spot)—
TXNMorgan Stanley—$255 → $278Target raised to $278 from $255 (-2.3% to spot)Rubin
MCOWells Fargo—$597 → $595Target cut to $595 from $597 (+23.8% to spot)—
IBMBaird—$230 → $260Target raised to $260 from $230 (+3.4% to spot)—
CMEWells Fargo—$315 → $333Target raised to $333 from $315 (+12.6% to spot)HALO
NLYWells Fargo—$24 → $22Target cut to $22 from $24 (+22.2% to spot)—
ABTWells Fargo—$112 → $119Target raised to $119 from $112 (+18.3% to spot)—
CLHBaird—$360 → $365Target raised to $365 from $360 (+14.3% to spot)HALO
KMIWells Fargo—$36 → $39Target raised to $39 from $36 (+14.8% to spot)—
QSBaird—$8 → $6Target cut to $6 from $8 (+50.8% to spot)—
TXNGoldman Sachs—$225 → $250Target raised to $250 from $225 (-12.2% to spot)Rubin
LVSGoldman Sachs—$47 → $41Target cut to $41 from $47 (+9.3% to spot)—
TMOBaird—$723 → $756Target raised to $756 from $723 (+8.9% to spot)—
MTZGoldman Sachs—$409 → $274Target cut to $274 from $409 (+51.4% to spot)—
MYRGGoldman Sachs—$422 → $331Target cut to $331 from $422 (+20.3% to spot)—
ELVBaird—$393 → $406Target raised to $406 from $393 (-6.5% to spot)—
DHRBaird—$246 → $254Target raised to $254 from $246 (+8.5% to spot)—
CORBaird—$373 → $375Target raised to $375 from $373 (+10.2% to spot)—
ABTBaird—$121 → $123Target raised to $123 from $121 (+22.3% to spot)—
CAKEBaird—$105 → $120Target raised to $120 from $105 (+4.9% to spot)—
LVSMorgan Stanley—$55 → $49Target cut to $49 from $55 (+30.6% to spot)—
MSDLRaymond James—$17 → $15Target cut to $15 from $17 (+16.4% to spot)—
MFICRaymond James—$11 → $9.5Target cut to $9.5 from $11 (+16.1% to spot)—
CMEMorgan Stanley—$337 → $359Target raised to $359 from $337 (+21.4% to spot)HALO
CCAPRaymond James—$12 → $10Target cut to $10 from $12 (+17.6% to spot)—
WRDBarclays—$4Target set to $4 (-6.3% to spot)—
CGBDRaymond James—$12 → $11Target cut to $11 from $12 (+9.1% to spot)—
OBDCRaymond James—$12 → $11Target cut to $11 from $12 (+11.3% to spot)—
KNXEvercore ISI—$74 → $79Target raised to $79 from $74 (+25% to spot)—
BBDCRaymond James—$10 → $9Target cut to $9 from $10 (+9.1% to spot)—
IBMMorgan Stanley—$238 → $240Target raised to $240 from $238 (-4.6% to spot)—
LEUBarclays—$207 → $150Target cut to $150 from $207 (+37.7% to spot)—
WINGBaird—$160 → $150Target cut to $150 from $160 (+25.1% to spot)—
PWRGoldman Sachs—$902 → $781Target cut to $781 from $902 (+29.9% to spot)Rubin · HALO
QGENBaird—$50 → $52Target raised to $52 from $50 (+4% to spot)—
DKNGMoffettNathanson—$25 → $22Target cut to $22 from $25 (+7.2% to spot)—
FLUTMoffettNathanson—$105 → $92Target cut to $92 from $105 (+17.6% to spot)—
LVSWells Fargo—$44 → $40Target cut to $40 from $44 (+6.6% to spot)—
BROSRBC—$46Target set to $46 (+8.8% to spot)HALO
TSLACLSA—$400Target set to $400 (+3.5% to spot)—
IONDCanaccord—$119Target set to $119 (+78.4% to spot)—
WHFRaymond James—$9Target set to $9 (+16.9% to spot)—
CLSKCanaccord—$20Target set to $20 (+128.6% to spot)—
NLYBarclays—$24 → $21Target cut to $21 from $24 (+16.6% to spot)—
TBarclays—$24 → $21Target cut to $21 from $24 (-4.2% to spot)—
ASICBarclays—$28 → $27Target cut to $27 from $28 (-3.1% to spot)—
CLFBarclays—$11 → $12Target raised to $12 from $11 (-14.5% to spot)—
CMEBarclays—$281 → $321Target raised to $321 from $281 (+8.5% to spot)HALO
DHRBarclays—$255 → $260Target raised to $260 from $255 (+11.1% to spot)—
ELVBarclays—$469 → $472Target raised to $472 from $469 (+8.7% to spot)—
IBMBarclays—$262 → $277Target raised to $277 from $262 (+10.2% to spot)—
LVSBarclays—$57 → $50Target cut to $50 from $57 (+33.3% to spot)—
NTRSBarclays—$189 → $194Target raised to $194 from $189 (+16.2% to spot)—
NOCBarclays—$419 → $430Target raised to $430 from $419 (-20.3% to spot)—
KSSGordon Haskett—$27Target set to $27 (+21.8% to spot)—
TXNBarclays—$250 → $280Target raised to $280 from $250 (-1.6% to spot)Rubin
TMOBarclays—$750 → $775Target raised to $775 from $750 (+11.7% to spot)—
PBLSH.C. Wainwright—$40Target set to $40 (+43.6% to spot)—
DRSOppenheimer—$45Target set to $45 (+32.4% to spot)—
XYZBMO Capital—$101Target set to $101 (+29.2% to spot)—
IBMJefferies—$270 → $280Target raised to $280 from $270 (+11.3% to spot)—
TXNJefferies—$260 → $300Target raised to $300 from $260 (+5.4% to spot)Rubin
METAJPMorgan—$940Target set to $940 (+34.8% to spot)AW40
NWNMizuho—$51Target set to $51 (+4.5% to spot)—
CADLJefferies—$25Target set to $25 (+198.7% to spot)—
RNARoth Capital—$15Target set to $15 (+87.5% to spot)—
TSLAPiper Sandler—$475Target set to $475 (+22.9% to spot)—
METAGoldman Sachs—$885Target set to $885 (+26.9% to spot)AW40
METAPiper Sandler—$850Target set to $850 (+21.9% to spot)AW40
EVREvercore ISI—$870Target set to $870 (+245.2% to spot)—
TSLAUBS—$425Target set to $425 (+10% to spot)—

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